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Advisornet Financial’s Nuveen ESG Emerging Markets Equity ETF NUEM Stock Holding History

Advisornet Financial’s Portfolio NUEM Stock Details NUEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,884
Closed -$276K – 2169
2024
Q3 		$276K Buy
8,884
+68
+0.8% +$1.97K 0.02% 461
2024
Q2 		$253K Sell
8,816
-315
-3% -$8.81K 0.02% 431
2024
Q1 		$251K Buy
9,131
+592
+7% +$15.9K 0.02% 433
2023
Q4 		$230K Buy
8,539
+85
+1% +$2.22K 0.02% 449
2023
Q3 		$222K Hold
8,454
– – 0.02% 437
2023
Q2 		$231K Hold
8,454
– – 0.02% 452
2023
Q1 		$227K Sell
8,454
-499
-6% -$13.4K 0.02% 442
2022
Q4 		$228K Sell
8,953
-611
-6% -$15.1K 0.02% 449
2022
Q3 		$224K Buy
9,564
+4,530
+90% +$119K 0.02% 480
2022
Q2 		$137K Buy
5,034
+368
+8% +$10.4K 0.01% 586
2022
Q1 		$142K Buy
4,666
+273
+6% +$8.56K 0.01% 644
2021
Q4 		$142K Buy
4,393
+759
+21% +$25.6K 0.01% 686
2021
Q3 		$123K Buy
3,634
+314
+9% +$11K 0.01% 719
2021
Q2 		$123K Buy
3,320
+86
+3% +$3.09K 0.01% 721
2021
Q1 		$114K Hold
3,234
– – 0.01% 716
2020
Q4 		$108K Buy
3,234
+91
+3% +$2.85K 0.01% 664
2020
Q3 		$89K Buy
3,143
+881
+39% +$24.5K 0.01% 706
2020
Q2 		$57K Hold
2,262
– – ﹤0.01% 823
2020
Q1 		$47K Buy
2,262
+26
+1% +$653 ﹤0.01% 816
2019
Q4 		$61K Hold
2,236
– – 0.01% 834
2019
Q3 		$56K Buy
+2,236
New +$56.6K 0.01% 859

Other funds holding NUEM

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisornet Financial's NUEM Position: Q4 2024 in Review

Advisornet Financial sold out of Nuveen ESG Emerging Markets Equity ETF (NUEM) in Q4 2024, closing a stake of 8,884 shares — an estimated $276K sold.

Advisornet Financial first reported a position in NUEM in Q3 2019 and held it in 21 quarters. The position peaked at $276K in Q3 2024. 97 funds tracked by Wall St. Rank hold NUEM as of Q4 2024.

  • Advisornet Financial reported no remaining Nuveen ESG Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 8,884 Nuveen ESG Emerging Markets Equity ETF shares in Q4 2024, an estimated $276K.
  • Advisornet Financial first reported a position in Nuveen ESG Emerging Markets Equity ETF in Q3 2019 and held it in 21 quarters.
  • Advisornet Financial's Nuveen ESG Emerging Markets Equity ETF position peaked at $276K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Nuveen ESG Emerging Markets Equity ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.